WealthTech firm Zoe, a digital end-to-end platform reshaping how registered investment advisors (RIAs) and clients connect, has secured $29.6m in Series B funding to accelerate its platform expansion and team growth.
The round was led by Sageview Capital, with additional backing from key RIA partners and their executive leadership teams. Notable firms involved in the raise include CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, and Falcon Wealth Planning. This latest round brings Zoe’s total funding to $45m.
Founded with a mission to streamline the wealth management journey, Zoe provides investors with institutional-grade tools previously reserved for ultra-wealthy clients. Its platform offers services such as direct indexing, tax-loss harvesting, automated rebalancing, and commission-free fractional trading.
The capital injection will be used to enhance the capabilities of Zoe’s Wealth Platform and to expand its internal team.
Zoe CEO and founder Andres Garcia-Amaya said, “This investment is a testament to the traction we’ve seen with Zoe. We’re doubling down on our mission to protect and grow our clients’ wealth.”
Sageview Capital partner Sasank Chary added, “Zoe is building the connective tissue between independent advisors and clients.
“They are uniquely positioned to transform how consumers access truly personalized financial advice and investments while helping RIAs scale more efficiently. We’re excited to support their next phase of growth.”
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